As the financial services industry continues to consolidate, Cambridge remains internally controlled, giving advisors the stability, consistency, and independence to plan for the long term.
Led by our experienced leadership team, we’ve kept control in-house so you can enjoy the freedom and confidence to grow your business without disruption — today and into the future.
Cambridge was built on the idea of treating people well. Today, that mission comes to life through a relationship-first culture designed to make you feel supported, valued, and part of something bigger. Together, our purpose and four core values drive how we serve you.
To make a difference in the lives of our financial professionals, their clients, and our associates.
“The environment at Cambridge is very team-oriented. It’s not the advisor versus the broker-dealer. We’re not arguing about things; it’s just a very friendly, collaborative team culture.”
Financial Voyages1
Joined Cambridge in 2010
“The people I’ve come to know at Cambridge and work with are like family members to me. They are there to help me no matter what the situation is. That support is priceless.”
Financial Partners of Louisiana, LLC1
Joined Cambridge in 2001
“The senior leadership team at Cambridge has done a fantastic job of developing a really welcoming place. You feel like you’re part of a team here. I didn’t necessarily feel that way at my previous broker-dealer.”
Nesbitt Financial1
Joined Cambridge in 2024
Cambridge Founded*
Total Revenue³
Assets Under Advisement (AUA)⁴
Producing Financial Advisors
InvestmentNews Broker-Dealer of the Year⁵
*Cambridge and its predecessor broker-dealer
1Financial Voyages, Financial Partners of Louisiana, LLC., and Nesbitt Financial are not affiliated with Cambridge
2All data as of 6/30/2026
3Year-to-date, actual annualized
4AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets
5InvestmentNews Awards Broker-Dealer of the Year 2026 winner nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success